Manual Estimate Tool

You can create a manual estimate in Nexsyis for small cost pay items (only 1-2 line items), such as towing, storage, alignment, rental, or teardown. This is for Estimates you do not want to put in the Estimating system.

You can learn more about how to set up manual estimates at the link here: Manual Estimate Template Setup

Creating a New Manual Estimate

From the Folder > Estimates tab, select the New Manual Estimate button.

1. At the top of the screen, indicate if the payor is Insurance or Customer. It will default to Customer.

If you select Insurance, the Deductible box will become enabled. It will assume the entire estimate is due from the insurance company and will only reduce the insurance portion if there is an amount in the deductible field. 

2. Expand the Template field and select the Manual Estimate Template you want to apply to the folder. Once selected, click the green + to add the items from the template to the estimate.

3. Once the items are added from the template, any adjustments to the quantity, description and price can be made if need be.

4. Additional rows can be added by selecting the green + at the bottom of the page first and then filling out the Description/Qty/Price/Addtl Description. Repeat for however many rows need added. 

5. Review all information entered. Apply a discount if needed.

6. Select Save to save the manual estimate to the folder. You will return to the Estimates tab of the Folder where you will see the new manual estimate.

Invoicing your Estimate

Like any estimate, Nexsyis will invoice the estimate automatically at delivery. To invoice the estimate prior to delivery, open the Estimates tab and click the Invoice Estimates button.